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ANALYSIS

Commodity markets are kind of like a soap-opera where there is no beginning or end to the story. Market analysis is ongoing too. Below are some examples of material covered. Please click here for more information. I'd be happy to send you a specific research report.


February 2019
02: Urea Observation
03: Nothing New
05: Highlights Stat Can Grain Stock Report
06: Canada Supply Demand Follow Up
10: USDA Report – One Theme Floats To Top
11: India Vegetative Maps
13: Durum Update - Tunisia Buys
14: Canaryseed Update
14: Wheat Update (and other commodities for that matter)
15: Wheat (One more Eye Catching Statistic)
15: Marketing Flow Chart


January 2019
02: Pulse Update
04: Notes (Canola, Wheat, Durum)
07: Wheat Update
09: Durum Update
10: Red Lentil Update
11: Yellow Pea Update
12: Buying and Selling Preferences - A recap of choice by Commodity
15: 12 Reasons Why Canada Wheat Exports are Strong
15: Canola Update
18: India Rain Event
20: Crop Margin Update
23: Convolution - Market Discussion and Opinion
23: Q and A (Canola and Wheat)
23: Wheat Harvest Calendar
25: Farm Survival - Big Picture Thought
27: Data Catch-up Important to Sentiment
28: Statistically Challenge of Wheat
29: Sales Recap
29: New Crop Elevator Wheat & Canola Basis


December 2018
02: China vs US Politics - Early Take from G20 in Argentina
02: India Weather Maps
03: Things to Watch post G20 meeting
03: There's Politics and Perception
05: Evening Notes (Politics, Canola, Pulses)
06: Highlight Stat Can 1 hour after release
07: Pulse Cycle is Shifting (Lentils as example)
08: Pea Update
11: USDA Report – Core Risk Profile Doesnt Change
13: Wheat Update
14: Thoughts (China, Pulse, Wheat)
16: SK & AB Cattle on Feed
18: Notes: (US China Risk, India Brazil Map)
20: Thoughts Heading into 2019 - Part 1
21: PART 2 ---Into 2019
22: Canola - Picture Worth 1000 Words
23: Part 3 - Durum – Don’t Give Up On It
25: Part 4 Retooling Macro Sentiment
27: Part 5 - Marketing, Oats, Canary, Wheat


November 2018
01: Oats Update
02: Politics at Work Again - An Opinion
05: Prairie Weather & Harvest
06: India Weather Discussion
07: Barley Update
07: India Weather Volatility Begins
08: USDA Report Thoughts
10: More Big Picture Thoughts
13: Western Canada Crop Quality Wrap
14: Canola – Here’s a Sign of Relative Supply Abundance
15: India Weather Volatility (Update to Nov 7)
19: Morning Notes (Wheat, Soy, India Pulse)
19: Preliminary Thoughts on Australia vs China Barley Politics
21: What Pulse to Plant in 2019
26: Notes: Canola, Durum, Wheat
28: Following India Domestic Pulse Prices
29: If Canada 2019 Planting Happened Today
30: Currency Update









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